To keep overhead low and ensure consistency, you’ll want a layered structure that links AI, scheduling, and review systems directly to your Notion workspace and client cadence.

SYSTEM OVERVIEW (Follow-Up & Next Steps)

Capture Next Steps During the Checkpoint

Use a Notion template with a “Next Steps” toggle or table at the bottom of your Checkpoint page.

Include fields like:

• Action Item
• Assigned to (Client / Family / You)
• Priority (Low / Med / High)
• Due by
• Review Date (optional)
• Notes

Example line: Schedule follow-up hearing test – Assigned to daughter – Due by July 20 – Review on Aug 1

Link to Your Central “Client Dashboard”

• Each client in your Notion database should have a master page.
• On that master page, embed a synced database view called “Open Follow-Ups” filtered by client.
• Include a checkbox for “Reviewed with Client.”

AI Audio Summary Integration

• Use an app like AudioPen, Otter.ai, or Whisper to:
  • Record your session.
  • Automatically generate a summary and action list.
• Copy summary into the Checkpoint page under a toggle called “AI-Generated Notes”.
• Compare AI summary to your written notes—if a to-do shows up in AI that you missed, capture it.